Established in 2010, Premier Financial Planning provides independent financial planning and investment advice to private, trustee and corporate clients. We also work closely with other professional firms in order to offer a truly holistic service.
Our business status
We are fee-based and independent of any external influence, which means that our advice is conflict-free with access to the entire range of financial solutions; thus enabling us to focus on what is right for our clients, whether or not this involves any financial product or investment.
Our advisers’ qualifications
Our advisers are Diploma members of the Chartered Insurance Institute and hold the Level 4 qualification (DipPFS). Our clients can be confident that they are dealing with a highly qualified and experienced team, who have an emphasis on personal, professional service - we put our client's best interests at the heart of everything we do.
Our clients see us as the first port of call whenever they have a money related question or query. If we are unable to advise directly, then we have an established network of professionals in accountancy and law whom we are able to bring in to complement our proposition.
Premier Financial Planning is authorised and regulated by the Financial Conduct Authority. Their aim is to protect consumers, ensure the industry remains stable and promote healthy competition between financial services providers.
Impartial advice of the highest quality
We are a young, dynamic and wholly independent company built upon core values of honesty, integrity and a client focused service. We have invested heavily in state-of-the-art technology to aid us with our research, due diligence, cash flow modelling and risk assessment analysis. This is important as we want to be certain that any recommendations that we present are the most appropriate for our client’s individual circumstances.
The importance of working together
Finding the right approach to wealth management is a carefully honed craft. We work with you to fully understand your future goals and aspirations, whilst at the same time carrying out a detailed assessment of your current financial position and perception of risk. Armed with this knowledge we can then work together to build a strategy to deliver your goals. Fundamentally, a balance must be found between client requirements and aspirations, market conditions and other factors such as the economic and political landscape. Our recommendations are well-researched and constructed on the basis of what is best for our clients. We firmly believe in the importance of working together to build rewarding long term relationships, with regular financial reviews being essential to keep your finances on track.
Premier Financial Planning
1 Queen Square, Bath, BA1 2HA
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Premier Financial Planning incorporating Rowlinson Clarke Private Clients is a trading name of Mayne Solutions Ltd, which is authorised and regulated by the Financial Conduct Authority. Registered office: 1 Queen Square, Bath, BA1 2HA. Registered in England, Company No 7202342. FCA number 628835
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